143
143
Dec 21, 2012
12/12
by
CNBC
tv
eye 143
favorite 0
quote 0
china not as bad as we though, u.s. very strong. so nike, if it goes back to 97, it means we're going to have a real bad couple of days in my view. look at red hat. red hat is a technology company that is deeply involved in the cloud. they, too, had a better than expected number, as did oracle in the cloud. so these are my two tales for the trading today, david. if you pick the best of the best and they go down, you'll really have a couple of -- >> when it comes to the so-called cloud play and the use of it in the competition here, is that one of the key names? >> yes, it allows you to manage cloud in a cheap -- an anti-microsoft business. their partner is sales force.com. i'm really using these as tells. in other words, these are the ones where there's natural buyers. as we just found out how good things are. it wasn't like we found out a month ago. we just found out last night. if they have resilience, the market is going to be more resilient than people think. if they give up the ghost, i think next week's going to be difficult,
china not as bad as we though, u.s. very strong. so nike, if it goes back to 97, it means we're going to have a real bad couple of days in my view. look at red hat. red hat is a technology company that is deeply involved in the cloud. they, too, had a better than expected number, as did oracle in the cloud. so these are my two tales for the trading today, david. if you pick the best of the best and they go down, you'll really have a couple of -- >> when it comes to the so-called cloud...
174
174
Dec 19, 2012
12/12
by
CNBC
tv
eye 174
favorite 0
quote 1
u.s. employees. at that time, globally, over -- outside the u.s. they had about 205,000. when i was working on my project in may of 2012, we want to get it straight, the same spokesman said they currently had 77,000 employees. does that look about the same to you? how many times we're at millions and millions and they had around 215,000 global employees. so we want to just put the record straight here. i personally think the cottage industries is overplayed a bit. if i'm in the business and you do 14 million annualized units of sales, so many cars are going to be sold. and manufacturers will just sell to another one. but that's an argument for another day. carl, back to you. >> all right. thank you, rick santelli. after the break, manolos and milk. i love the holidays. and with my bankamericard cash rewards credit card, i love 'em even more. i earn 1% cash back everywhere, every time. 2% on groceries. 3% on gas. automatically. no hoops to jump through. that's 1% back on... [ toy robot sounds ] 2% on pumpkin pie. and apple. 3% back on 4 trips to the airport. it's as easy a
u.s. employees. at that time, globally, over -- outside the u.s. they had about 205,000. when i was working on my project in may of 2012, we want to get it straight, the same spokesman said they currently had 77,000 employees. does that look about the same to you? how many times we're at millions and millions and they had around 215,000 global employees. so we want to just put the record straight here. i personally think the cottage industries is overplayed a bit. if i'm in the business and you...
286
286
Dec 10, 2012
12/12
by
CNBC
tv
eye 286
favorite 0
quote 1
u.s. same-store sales up 2.5, offered by breakfast offerings, including that cheddar/bacon/onion sandwich, as melissa mentioned. jim? people are saying the u.s. maybe is making a turn here. >> i find mcdonald's is levered to new products, levered to menu technology. they do invent things. my hat's off to janet. they had this number last week. reminds people, again, they've been right down, and up. mcdonald's is one of those things where joe asked me from squawk when we were talking, i said, i think this is a for real term. if they continue to innovate. i may this may not be your cup of tea, burger, but innovation s higher. >> they tried to sell it to consumers as opposed to their extra value menu, which is a little bit higher price point. that combined with these product innovations, they're very cognizant of margins when they're trying to push iced mixed drinks. the sandwich -- which i've not tried. >> you said cheddar/baconburger. >> it looks like they're going to remain modest at best.
u.s. same-store sales up 2.5, offered by breakfast offerings, including that cheddar/bacon/onion sandwich, as melissa mentioned. jim? people are saying the u.s. maybe is making a turn here. >> i find mcdonald's is levered to new products, levered to menu technology. they do invent things. my hat's off to janet. they had this number last week. reminds people, again, they've been right down, and up. mcdonald's is one of those things where joe asked me from squawk when we were talking, i...
179
179
Dec 13, 2012
12/12
by
CNBC
tv
eye 179
favorite 0
quote 0
really following the cues of the u.s. markets this morning. our road map today starts with the fed announcing a new round of stimulus as chairman ber bernanke warps the fiscal cliff is hurting growth. house speaker john boehner expected to talk on the cliff talks 11 a.m. eastern time. >> told you this week, of course, they were talking actively, now, sprint/nextel offering to purchase the other half of clearwire it doesn't own. >> surges of best buy surging on reports that the founder is on the verge of making a formal takeover bid. >> and google maps has found its way back into apple's operating system. >> of course, we have to start off with the markets. dow's five-day winning streak has been snapped, despite the fed announcing a new round of stimulus. chairman ber bernanke say worries about the fiscal cliff are resulting in softer business environment and waning growth. members of congress told not to make plans for the christmas holidays, citing the urgency of striking a deal to avoid the fiscal cliff. the speaker set to given a update out
really following the cues of the u.s. markets this morning. our road map today starts with the fed announcing a new round of stimulus as chairman ber bernanke warps the fiscal cliff is hurting growth. house speaker john boehner expected to talk on the cliff talks 11 a.m. eastern time. >> told you this week, of course, they were talking actively, now, sprint/nextel offering to purchase the other half of clearwire it doesn't own. >> surges of best buy surging on reports that the...
190
190
Dec 20, 2012
12/12
by
CNBC
tv
eye 190
favorite 0
quote 0
well, you know, the u.s. is getting close. wl when you say 90%, you're talking about debt that's being held by the public, not about debt hanging out on a fed's balance sheet. exactly how much growth are we talking? can you quantify that for me, sir? >> well, the fed's balance sheet counts when it's issuing short-term debt and buying long-term debt. the treasury owns the fed. that's a bit of an illusion. the effect on growth, again, this is an association. there's a lot of qualifications. but the slower growth averages about a little over 1% a year and the average episode lasts more than 20 years. that was in my research with carmen and vincent reinhart. if you're running it out 20 years, 25 years, you're a quarter lower on your output than you would have been. it's a big deal. it's not the only thing go on. it depends on what kind of innovation you have, infrastructure. there are things can you do to try to mitigate it but having a high debt level out there limits your options. if you have problems in the future, eventually t
well, you know, the u.s. is getting close. wl when you say 90%, you're talking about debt that's being held by the public, not about debt hanging out on a fed's balance sheet. exactly how much growth are we talking? can you quantify that for me, sir? >> well, the fed's balance sheet counts when it's issuing short-term debt and buying long-term debt. the treasury owns the fed. that's a bit of an illusion. the effect on growth, again, this is an association. there's a lot of qualifications....
247
247
Dec 11, 2012
12/12
by
CNBC
tv
eye 247
favorite 0
quote 1
so this money guaranteed by the u.s. is going to see the wealthy plow their money in these institutions, guaranteed. and who guarantees it? all the other people that aren't necessarily wealthy. so, once again, the faux rich get thrown into the ditch. because the way i see it, whether it's the super wealthy on many levels, and i hope everybody becomes super wealthy. once again being confused with the upper middle class. these issues never go away. here's what i worry. all these big bailouts, we talked about aig today. yeah, it worked out. at what expense? what did we give away? what moral hazards did we create? let's not create another one. if the super wealthy want guarantees, let's not give it to them. let's put it to work the way capital ought to be and create new enterprise. >>> markets going to watching the speaker of the house. john boehner is going to speak from the floor of the house. not a brepresser. with an update on fiscal cliff go negotiations. that's coming at noon right after the gavel. in the meantime, you
so this money guaranteed by the u.s. is going to see the wealthy plow their money in these institutions, guaranteed. and who guarantees it? all the other people that aren't necessarily wealthy. so, once again, the faux rich get thrown into the ditch. because the way i see it, whether it's the super wealthy on many levels, and i hope everybody becomes super wealthy. once again being confused with the upper middle class. these issues never go away. here's what i worry. all these big bailouts, we...
233
233
Dec 17, 2012
12/12
by
CNBC
tv
eye 233
favorite 0
quote 0
that compares to the three-day rate in the u.s. markets. verizon, at&t, as well as sprint of only 1% penetration. we saw a deeper penetration with china than the u.s. we think demand is very solid. >> all right. at the same time, brian, that doesn't move you to move any of your eps targets or anything like that. it can have a very deep penetration in the china market. there's no china mobile, but it doesn't move the needle at the end of the day. >> typically apple's been 15% to 20% -- or china has been 15% to 20% for apple's revenues. shipping in about 4.5 million iphones into that country. we think that's pretty phenomenal and think it's only going to get better when china mobile ram ups up the iphone 5. while we didn't raise our numbers today, we're still forecasting pretty solid growth, 48 million for the december quarter. we think fundamentals are not the issue here on apple. >> let's get to some of the arguments that were laid out by your cohorts over at citi. one of them is good, but not great demand for the iphone 5. specifically the
that compares to the three-day rate in the u.s. markets. verizon, at&t, as well as sprint of only 1% penetration. we saw a deeper penetration with china than the u.s. we think demand is very solid. >> all right. at the same time, brian, that doesn't move you to move any of your eps targets or anything like that. it can have a very deep penetration in the china market. there's no china mobile, but it doesn't move the needle at the end of the day. >> typically apple's been 15% to...